Sell using the right pricing and charging tools

Quotes and orders are at the heart of your business, so it is crucial that bisTrack management software makes it as easy as possible to process them. Usability was a key design priority for us from day one. Our customers seem to agree with that aim.

Quotes, prices and types of order

bisTrack can be used in different ways to manage quotes and prices:

at the counter or in the back office
full picking and delivery steps, or printing delivery documents on order acceptance
immediate counter collection, scheduled

Converting quotes to order

Details can be entered as a quotation and converted to an order or vice versa. Orders can be ‘parked’ or stock can be reserved for 24 hours, all directly from the bisTrack toolbar.

Your choice of hardware

On the counter you can use touch-screens, barcode readers, industrial keyboards & mice, and magnetic debit / credit card terminals, to fully automate input at high volume locations. Large labelled buttons make things easy for touch-screen or keyboard-only users. Wireless barcode handhelds give rapid product scanning, speeding transactions along.

Cash or credit processing?

Credit accounts can be changed to/from cash paid accounts, retaining any terms or special prices. Cash payment

methods supported are cash, debit cards, credit cards (chip and PIN), purchasing cards and CODs. You can even use multiple payment types (e.g. £10 cash and the balance by credit card). bisTrack is not just limited to cash or credit card processing.

Stock management: special orders

Stock management tools must account for special orders. For special orders, back-to-back purchase ordering with your suppliers is supported. Both sides of the process are linked to each other, with transparency of related documents (subject to security and permissions of course).

Stock management: back orders

Stock management tools must also account for back orders. If any lines are out of stock, they may be put onto back order, with automatic release and messaging when stock is received.

Purchase orders and security

To ensure you get paid, not only can you enforce entry of your customer’s purchase order reference, you can also check it is in the right format (e.g. starts with a ‘B’, followed by 4-digits).

For tighter security at the trade counter, you can keep a list of staff allowed to collect and sign for goods — including support for ID photos and specimen signatures. You can use signature pads validated against the authenticated signature to verify identities.

Benefits: Does everything you need, the way you need it to. (Some other packages work well, but demand that you change the way you run your business. Which is kind of back-to-front in our book). Learn how bisTrack can help you manage stock purchases too.

Latest News

Progressive Solutions' flickr photo album - updated staff pictures

Unimer - taking the temperature of the market

VAT emergency budget changes

Testimonials

"bisTrack is an excellent piece of software and getting better. Their approach to meeting our needs is excellent. eBusiness is not going to be big for another 12 months but PSI are there already, which means we’re ahead. They're very open to ideas and keep getting better at turnaround."

Adam Myers, Beesley & Fildes
"To stand out from the crowd, you need great customer service. Really great customer service."

Progressive Solutions' guest blog, Builders Merchants Journal
"It was obvious the company was being held back by the limitations of the old system."

Operations Director, CF Anderson
"Good customer service is easier to achieve with good IT systems to back up our staff. Progressive provides us with an efficient system for dealing with customers, and good management tools to enable us to concentrate our efforts in the right direction."

David Dunmow, Group Finance Director, James Latham plc
"We were drowning in paper and, as a business turning over £2.2 million, the time had come for us to invest in business management software."

David Biddle, MD, Huntingdon Timber & Roofing
"We looked at several systems, but most of them were using the same out-of-date technology as the system we were replacing!"

Rodney Scoles, Director, T Brewer & Co
"We spent a long time evaluating several systems and I'm confident that bisTrack is the best available."

Andrew Laver, Arnold Laver Timberworld
“Hargeaves are ideally placed to take advantage of the offer – whilst we plan to continue using e-Xact to update our product file we also want much better control over special product sales and purchases."

Gordon Rothwell, James Hargreaves MD
"We saw benefits straight away, particularly with the time we saved on monthly stock takes and sourcing information for management reports."

Nigel Williams, Chairman, Premier Forest Products
"It's a very nicely laid out system with easy to follow structural menus and taskpads which, even if I haven't used a particular function before, I find relatively simple to complete."

Chris Pratt, Pratts Timber and Builders Merchants Ltd
"We helped ourselves by getting bisTrack on board quickly and painlessly while business was slow, so we won't have disruption as we start to implement a very aggressive three year strategic plan."

Neil Fuller, Managing Director, Alsford Timber
"It was obvious the company was being held back by the limitations of the old system."

Operations Director, CF Anderson
"Progressive's experience was important, as was the link with Microsoft. We think that's the way ahead for all merchant systems."

Stephen Fairbairn, MD, Henry Alty
"Our staff have margin figures right in front of them now, so they're much more aware of the profit they are making."

Robert Blumsom, Blumsom Fine Timber
"I can drop-down and drill into any business information easily, which enables me to analyse a situation very quickly. It gives me complete control."

Mark Congdon, Financial Director, Noyeks Newmans
"Good customer service is easier to achieve with good IT systems to back up our staff. Progressive provides us with an efficient system for dealing with customers, and good management tools to enable us to concentrate our efforts in the right direction."

David Dunmow, Group Finance Director, James Latham plc
"The great thing is we can always export information to Excel and produce any report we need — such as an aged debt report by sales rep, or our bespoke ‘exposure’ report, which helps us assess potential credit risk and protect ourselves."

Damien Cosgrove, Credit Control Manager, Noyeks Newmans
"Inventory accuracy is higher because everyone is more focused and our staff can see the benefit of getting it right."

Ian Murchie, Operations Director, Howie Forest Products
"I was working with 2.7 in our test environment and looking at all the work you have done. Just wanted to let you know how much we appreciate all you do to make this a great technology partnership."

Brian King, Lumber USA
"We spent a long time evaluating several systems and I'm confident that bisTrack is the best available."

Andrew Laver, Arnold Laver Timberworld
"bisTrack is an excellent piece of software and getting better. Their approach to meeting our needs is excellent. eBusiness is not going to be big for another 12 months but PSI are there already, which means we’re ahead. They're very open to ideas and keep getting better at turnaround."

Adam Myers, Beesley & Fildes
"We chose bisTrack because we needed to move on to the next generation of software."

Stephen Fairbairn, MD, Henry Alty
"It's a very nicely laid out system with easy to follow structural menus and taskpads which, even if I haven't used a particular function before, I find relatively simple to complete."

Chris Pratt, Pratts Timber and Builders Merchants Ltd
"At Complete we have a responsibility to the environment. That’s why we’re trying to lower our Carbon Footprint. We introduced e-commerce cut down on paper receipts & are introducing electronic billing through bisTrack for customers."

Richard Moody, Director, Complete Building Materials
"We helped ourselves by getting bisTrack on board quickly and painlessly while business was slow, so we won't have disruption as we start to implement a very aggressive three year strategic plan."

Neil Fuller, Managing Director, Alsford Timber
"Once we started building up information we could trust, we started seeing real benefits. If stock accuracy was the main benefit, then quality of management information was next."

Peter Kerr, FD, Palmer Timber
"We improved net margin by 3% within 6 weeks of going live on bisTrack."

Andy Halpin, Payne Timber
What will YOU do with your week off?

"With the time saved we've carried out branch refurbishments and I've taken my first holiday!"

John Cavanagh, MD, Cavanagh Timber
"We helped ourselves by getting bisTrack on board quickly and painlessly while business was slow, so we won't have disruption as we start to implement a very aggressive three year strategic plan."

Neil Fuller, Managing Director, Alsford Timber
"We were drowning in paper and, as a business turning over £2.2 million, the time had come for us to invest in business management software."

David Biddle, MD, Huntingdon Timber & Roofing
What will YOU do with your week off?

"With the time saved we've carried out branch refurbishments and I've taken my first holiday!"

John Cavanagh, MD, Cavanagh Timber
"I'm happy bisTrack will grow with us. If we find we need something which isn't already incorporated, I'm confident Progressive will work with us to fill the gap."

Operations Director, CF Anderson
“A member of our buying group told us about bisTrack, although we looked at four or five other software packages. Key factors in the eventual selection of bisTrack were its SQL platform and our confidence in the people we dealt with.”

Gordon Rothwell, James Hargreaves (Plumbers Merchants)
"Good customer service is easier to achieve with good IT systems to back up our staff. Progressive provides us with an efficient system for dealing with customers, and good management tools to enable us to concentrate our efforts in the right direction."

David Dunmow, Group Finance Director, James Latham plc
“Hargeaves are ideally placed to take advantage of the offer – whilst we plan to continue using e-Xact to update our product file we also want much better control over special product sales and purchases."

Gordon Rothwell, James Hargreaves MD
"The people at Progressive Solutions are likeable, straight_

talking individuals who have a

commitment to continuously develop and push the software forward."

Joe Tipper, Walter Tippers Ltd

Register for newsletter